Learn about each Filter available in your Contacts tab to help you create segments and narrow your results in your list.
In this article:
What are Contacts tab filters?
First, let's review what the Contacts tab is.
The Contacts tab is your powerful, organizational tool to help you manage the information for your contacts.
In other words, the Contacts tab is your built-in Customer Relationship Management System (CRM) on Kajabi.
Learn more about the Contacts tab.
With Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts.
With the Contacts tab you can manage existing contacts with Segments and Filters and add new contacts to your site.
Filters on the Contacts tab help you manage and narrow down your list by various topics or categories.
This is a great way to manage their accounts and create Segments.
Creating filters require you to select:
- Category: a specific division or category on Kajabi (e.g., Email Activity).
- Conditional: dynamic requirements or conditions specific to the category selected.
- Value: the specified parameter for the Category and Conditional.
To filter your list:
- Open the Contacts tab from the Dashboard.
- Click Filters.
- Select your Category, Conditional, and Value:
Contacts Tab Filters
Filter by:
Assessment | Email Activity | Forms | Tags |
Contacts | Email Broadcast | Marketing Status | |
Coupon | Email Engagement | Customers | |
Custom Fields | Email Sequence | Offers | |
Default Fields | Events | Products |
Assessment
With the Assessment filter you can narrow down your list to display results specific to your Assessment.
Conditional settings
With Assessments you can set a conditional setting for:
- Completed
- Passed
- Failed
Learn to enable automatic grading.
And the Value will be any Assessment(s) you have created on your site.
Contacts
With the Contact filter you can display results specific to your contacts.
Conditional setting
With the Contact filter you can set a conditional setting:
- Contact was added
- Contact was not added
- Contact is hidden
Specify the date range by selecting the value:
- 7 Days
- 15 Days
- 30 Days
- 60 Days
- 90 Days
Coupon
With the Coupon filter you can display results specific to Coupons used on your site.
Learn more about creating coupons.
Conditional setting
With the coupon filter you can set a conditional setting for:
- Coupon used
And the Value will be any Coupon(s) you have created on your site.
Custom Fields
With the Custom Fields filter you can display results specific to your Custom Fields.
Conditional setting
With the custom fields filter you can set a conditional setting for any custom fields created on your site.
Then, set the value specific to your selected custom field.
Default Fields
With the Default Fields filter you can display results specific to your Default Form Fields.
Conditional setting
With the default fields filter you can set a conditional setting for the default fields on your site:
- Name contains
- Email contains
- Phone number contains
- Address contains
- Address line 2 contains
- City contains
- State contains
- Country contains
- Zip code contains
Then, set the value specific to your selected default field.
Email Activity
With the Email Activity filter you display results specific to your Email Activity.
Conditional setting
With the email activity filter you can set a conditional setting for your email activity:
- Was delivered
- Was not sent
- Was opened
- Was not opened
- Was clicked
- Was not clicked
- Has a hard bounced delivery
- Excluded from mailing
Demystify email deliverability
Specify the date range by selecting a value:
- 7 Days
- 15 Days
- 30 Days
- 60 Days
- 90 Days
Email Broadcast
With the Email Broadcast filter you display results specific to your Email Broadcasts.
Conditional setting
With the email broadcast filter you can set a conditional setting for your email broadcast:
- Was sent
- Was not sent
- Was opened
- Was not opened
- Has clicked
- Has not clicked
- Has bounced
- Has not bounced
- Has dropped
Select your value by specifying the email broadcast.
Demystify email deliverability
Email Engagement
With the Email Engagement filter you can display results specific to your Email Engagement.
Conditional setting
With the email engagement filter you can set a conditional setting for your email engagement:
- Healthy Contacts
- Passive Contacts
- Unengaged Contacts
- Inactive Contacts
Demystify email deliverability
Select your value for your email engagement conditional:
- Include email open data
- Exclude email open data
Learn best practices for growing and maintaining a healthy contact list.
Email Sequence
With the Email Sequence filter you can display results specific to your Email Sequences.
Conditional setting
With the email sequence filter you can set a conditional setting for your email sequence:
- Subscribed to
- Not subscribed to
Learn how to subscribe contacts to an email sequence.
Select your value by specifying the email sequence.
Demystify email deliverability
Events
With the Events filter you can display results specific to your Events.
Conditional setting
With the event filter you can set a conditional setting:
- Registered to
- Not registered to
Learn how to register contacts to your event.
Select your value by specifying the event.
Forms
With the Forms filter you can display results specific to your Forms.
Conditional setting
With the Forms filter you can set a conditional setting:
- Submitted
- Not submitted
Select your value by specifying your Form.
Marketing Status
With the Marketing Status filter you can display results specific to your contacts email marketing status.
Learn more about marketing emails and transactional emails.
Conditional setting
With the email marketing status filter you can set a conditional setting:
- Subscribed
- Hard bounced
- Marked spam
- Manually unsubscribed
- Unsubscribed
- Opted out
- Never subscribed
Learn more about subscription status.
Specify the date range by selecting a value:
- 7 Days
- 15 Days
- 30 Days
- 60 Days
- 90 Days
- All time
Customers
With the Customers filter you can display results specific to your Customers.
Conditional setting
With the Customer filter you can set a conditional setting for:
- Customer was active
- Customer was not active
- Customer joined in last
- Is a customer
Specify the date range by selecting a value:
- 7 Days
- 15 Days
- 30 Days
- 60 Days
- 90 Days
- All time
Offers
With the Offers filter you can display results specific to your Offers.
Conditional setting
With the Forms filter you can set a conditional setting:
- Owns
- Does not own
Select your value by specifying your Offer(s).
Products
With the Products filter you can display results specific to your Products.
Learn how to create digital Products.
Conditional setting
With the Products filter you can set a conditional setting:
- Has
- Does not have
Select your value by specifying your Product(s).
Tags
With the Tags filter you can display results specific to your Tags.
Conditional setting
With the Tags filter you can set a conditional setting:
- Has any
- Has all
- Does not have
Select your value by specifying your Tag(s).